Privacy & Cookie Policy

Our Cookies Policy explains what cookies are, how we use cookies, the categories of cookies we use, and your options regarding cookies.

What are cookies

Cookies are small pieces of text sent by your web browser by a website you visit. A cookie file is stored in your web browser and allows the Service or a third-party to recognize you and make your next visit easier and the Service more useful to you.

Cookies can be "persistent" or "session" cookies.

How we use cookies

When you use and access the theeducationplan.com, we may place a number of cookies files in your web browser. We use cookies for the following purposes: to enable certain functions of the Site, to store your preferences, to enable advertisements delivery, including behavioral advertising, and to measure and report on-site activity, including sessions and pageviews.

We use the following categories of cookies:

  • Essential Cookies. These are cookies that are required for the operation of our Site. They include, for example, cookies that enable you to log into secure areas of our website. If your browser does not accept cookies, you may be unable to enroll or log onto the secure areas of the Site.
  • Performance and Functionality Cookies. These are used to recognize you when you return to our Site. This enables us to personalize our content for you and remember your preferences but is non-essential to the performance of the Site.
  • Analytical or Customization Cookies. These cookies collect information about how you access and move through the Site. We use this information in either aggregate form to help us to improve the way our Site works, or to personalize our Site to your interests.
  • Advertising Cookies. These cookies are used to display advertising on Google, Facebook, and LinkedIn products, on relevant websites, and mobile apps. These cookies prevent ads from reappearing and ensure that ads are properly displayed. Certain third-party cookies may track users over different websites and will provide ads relevant to your interests. While these ads help market our program, your personal information is private and not for sale.

Disabling Cookies

You can prevent the setting of cookies by adjusting the settings on your browser (see your browser Help for how to do this). Be aware that disabling cookies will affect the functionality of this and many other websites that you visit. Disabling cookies will usually result in also disabling certain functionality and features of this site (see “Essential Cookies”). Therefore, it is recommended that you do not disable cookies.

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The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

Privacy & Cookie Policy

Phone: 1-877-337-5268
We're available Monday to Friday 8 a.m. to 7 p.m. MT

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VIEW LEGAL DISCLOSURE

For more information about The Education Plan, call 1.877.337.5268 or view the Plan Description and Participation Agreement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also should consult a financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 plan(s), or any other 529 plan, to learn more about those plan’s features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The Education Plan is administered by The Education Trust Board of New Mexico. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-today operations, including investment advisory, recordkeeping and administrative services. The Education Plan’s portfolios invest in: (i) mutual funds; (ii) exchange traded funds; and/or (iii) a funding agreement issued by New York Life. Investments in The Education Plan are not insured by the FDIC. Units of the portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the portfolios you choose. You could lose all or a portion of your money by investing in The Education Plan depending on market conditions. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC.

The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

All other marks are the exclusive property of their respective owners.

Not FDIC-Insured. No Bank, State or Federal Guarantee. May Lose Value.